Account Management(9)Company Or Location TransitionConfiguring Email for Third Party ServersAssetsManaging Office and Team UsersRemove a Whiteboard UserView All
Advanced Whiteboard Use(23)Floify | Getting Started with Floify and Whiteboard Lead MappingTroubleshooting Email Deliverability IssuesWhitelist InformationEncompass360 FNM 3.2 ExportChanging Client OwnershipView All
Daily Use(24)Whiteboard Mobile for iOS and AndroidSetting Up Weekly & Monthly Call Reminders for PartnersOpting out of Text MessagesSupported File Types for TextingTexting SetupView All
Getting Started(14)Navigating Whiteboard: The New User Guide to WHAT is WHEREWhiteboard Mobile for iOS and AndroidCampaign Texting | Introducing The Texting PlaybookOpting out of Text MessagesSupported File Types for TextingView All
How does Whiteboard work?(13)An Introduction To WhiteboardSupported File Types for TextingUnderstanding PlaybooksPowering Your Playbook Partner CampaignsPowering Your Playbook Client CampaignsView All
Integrations and Lead Mapping(4)Encompass | Getting Started with the Encompass and Whiteboard IntegrationCalyx | Getting Started with the Calyx and Whiteboard IntegrationFloify | Getting Started with Floify and Whiteboard Lead MappingLendingQB FNM 3.2 ExportView All
Marketing Management(17)Setting Up Weekly & Monthly Call Reminders for PartnersOpting out of Text MessagesPowering Your Playbook Partner CampaignsPowering Your Playbook Client CampaignsPowering Your Playbook Mortgage CampaignsView All
Texting(7)Whiteboard Mobile for iOS and AndroidUse your landline number for textingCampaign Texting | Introducing The Texting PlaybookOpting out of Text MessagesSupported File Types for TextingView All
Whiteboard Release Notes(8)Release Notes 4/19/2019 – Put a Pin in it!Release Notes – Automated Lead Source Improvements, Texting, & Working on a Canadian PlaybookRelease Notes – Texting Improvements & Smashing BugsRelease Notes: Speed and Texting ImprovementsRelease Notes: Texting Additions and ImprovementsView All